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I am open minded, but peer-to-peer lending troubles me and there are a few myths and rumours which need debunking: You do not have to advise on it to be independent While peer-to-peer lending is FCA-regulated it is not a retail investment product, so you do not need to advise on it to remain independent. Should […]

Aegon is continuing to charge clients the same level of fees despite switching them from an active to a passive fund. In a letter sent to an adviser and seen by Money Marketing, Aegon says following a review from 25 October its North American fund is switching from being actively managed by Kames Capital to […]

EU member states have backed a 12-month delay to the Priips implementation date as regulatory experts argue the European Commission should not rush in redrafting the rules. Yesterday 23 out of 28 EU members, including the UK and Germany, asked the Commission to delay the implementation of Priips after draft rules were rejected earlier this […]

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A High Court judge says the FCA can submit evidence in a case that could shape how Sipp misselling claims are handled in the future. In the case, which started today, lorry driver Russell Adams alleges Carey Pensions missold him a self-invested personal pension. Carey Pensions is accused of using unregulated introducers to invest Adams’s […]

Studies have found funds can be too big or too small to outperform, suggesting size does matter The assessment of whether to invest in a certain fund is a tricky business. Bearing in mind roughly 90 per cent of active funds do not beat their benchmarks over periods longer than 10 years, the odds are […]

The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]